LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,797
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$4.07M
3
+$1.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$16.8M
2
+$4.63M
3
+$4.31M
4
AVGO icon
Broadcom
AVGO
+$2.88M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.95M

Sector Composition

1 Technology 15.66%
2 Financials 13.81%
3 Healthcare 6.79%
4 Consumer Discretionary 3.87%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$46.4K ﹤0.01%
721
+23
802
$46.4K ﹤0.01%
1,773
+138
803
$46.4K ﹤0.01%
1,070
+221
804
$46.1K ﹤0.01%
398
805
$46K ﹤0.01%
214
+1
806
$46K ﹤0.01%
2,027
+639
807
$45.8K ﹤0.01%
299
-6
808
$45.7K ﹤0.01%
2,900
-1,838
809
$45.7K ﹤0.01%
1,000
+200
810
$45.5K ﹤0.01%
239
811
$44.9K ﹤0.01%
550
+137
812
$44.8K ﹤0.01%
337
+19
813
$44.7K ﹤0.01%
1,315
-54
814
$44.7K ﹤0.01%
411
815
$44.7K ﹤0.01%
1,005
-6
816
$44.5K ﹤0.01%
1,040
817
$44.5K ﹤0.01%
3,500
818
$44.4K ﹤0.01%
402
+1
819
$44.3K ﹤0.01%
5,850
-897
820
$44.3K ﹤0.01%
1,028
-32
821
$44.2K ﹤0.01%
625
-317
822
$44.2K ﹤0.01%
339
+9
823
$44.1K ﹤0.01%
2,650
+150
824
$44K ﹤0.01%
824
+399
825
$44K ﹤0.01%
239
31 32
33
34 35